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Kestra Advisory Services, LLC CRD 283330
$79.8B regulatory AUM 6,392 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-04 |
Branch Locations
Philadelphia, PA • United States
1200 Liberty Ridge Drive Suite 110, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2013 | 01/2024 |
| Self Employed | Philadelphia | PA | 11/2021 | 01/2023 |
| Lpl Financial | Waye | PA | 01/2024 | 02/2025 |
| Kestra Investment Services, Llc | Wayne | PA | 03/2025 | Present |
| Kestra Advisory Services,Llc | Wayne | PA | 03/2025 | Present |
Bus Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Bus Name: BEACON FINANCIAL SERVICES POSITION: RR NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2025 ADDRESS: 1200 Liberty Ridge Drive, Suite 110, Wayne PA 19087, United States DESCRIPTION: RR Bus Name: BEACON BENEFITS, LLC POSITION: None NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/04/2017 ADDRESS: 120 S Warner Road, Suite 210, King of Prussia PA 19406, United States DESCRIPTION: Look for opportunities to introduce members to current clients. Bus Name: BEACON INSURANCE SERVICES POSITION: None NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2017 ADDRESS: 120 S Warner Road, Suite 210, King of Prussia PA 19406, United States DESCRIPTION: Referral based
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-07-31 |
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